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Estate Planning

Estate planning is more than just making a plan to distribute certain assets to certain people. A complete estate plan will allow you to retain control of your assets and to determine who will make decisions of your behalf should you become unable to do in the future.

Estate Planning involves:

  • the preparation of a will,
  • appointing an executor of the will
  • determining whether a power of attorney is required and who should be appointed in that role,
  • establishing a discretionary trust(s)

Estate planning advice will help you to decide whether you require the preparation of a more complex will incorporating testamentary discretionary trusts, amendments to your family trust deed or self managed superannuation fund and a formal estate planning strategy document.

Click here for A Guide to Estate Planning